3rd Level Wealth
3rd Level Wealth (CRD# 315849) is a financial advisory firm headquartered in , . They manage $1,369,511 in 27 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
3rd Level Wealth
By the Numbers
-
Total Assets Under Management1MILLION
-
Total Number of Accounts27ACCOUNTS
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Average Account Value$50,723
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
KS
Financial Advisors at 3rd Level Wealth
1
Shawn Powell (CRD# 5899075) is an Investment Advisor Representative working at 3rd Level Wealth in Hutchinson, KS and has over 11 years of experience in the finance industry.
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